by Stephen Morris, CPA, MBT, CCIM | Mar 11, 2026 | Uncategorized
https://youtu.be/GKjncqZeQJE Your investor gets a K-1 showing $10,000 of rental income. They never received a check. Now they owe $3,700 in taxes — and they’re calling you. This is phantom income, and it’s one of the most common — and most avoidable —...
by Stephen Morris, CPA, MBT, CCIM | Mar 11, 2026 | Uncategorized
DESCRIPTION: California’s Senate Bill 8 has a little-known provision that can turn a vacant property into a forced affordable housing obligation — and most developers don’t find out until it’s too late. In this video, Stephen Morris (CPA, MBT,...
by Stephen Morris, CPA, MBT, CCIM | Feb 19, 2026 | Uncategorized
As we often discuss here at Advise RE, growth creates complexity. What starts as a simple business with clean books and steady revenue can quickly evolve into multi-state payroll, layered revenue streams, partner distributions, and major tax exposure. The question...
by Stephen Morris, CPA, MBT, CCIM | Feb 16, 2026 | Uncategorized
1031 Exchanges & Partnerships: How the Drop and Swap Strategy Works As we often discuss at Advise RE, 1031 exchanges are powerful tax-deferral tools — but they become significantly more complicated when you own property with partners. One of the most common...
by Stephen Morris, CPA, MBT, CCIM | Feb 12, 2026 | Uncategorized
As we often discuss here at Advise RE, commercial real estate financing is fundamentally different from residential mortgages. Many investors assume they can approach a 20-unit apartment building the same way they financed a single-family rental — and that assumption...
by Stephen Morris, CPA, MBT, CCIM | Feb 9, 2026 | Uncategorized
? Watch the full video here:https://youtu.be/mFU8GfFESzw As we often discuss here at AdviseRE, some of the most valuable tax deductions are also the most misunderstood. The home office deduction is a perfect example. Many business owners assume that working from home...
